RevSync AI - Powered by Noventiq

RevSync AI by Noventiq enhances Salesforce CRM operations by enabling natural language interactions through Microsoft 365 Copilot. It automates lead updates, generates reports, and analyzes customer feedback using Azure OpenAI.

Key Features and Use Cases:

1. Lead Management: Update Salesforce records via voice/text prompts.
2. Sales Reporting: Generate visual-rich reports on-demand.
3. Feedback Analytics: Extract sentiment and trends from customer data.
4. Copilot Integration: Seamless experience within Outlook, Teams, and Excel.

Customer Benefits:

• Reduce manual CRM tasks and errors.
• Gain real-time insights for faster decisions.
• Improve sales and service team productivity.
• Ensure secure, compliant data handling.

Here is our unique approach to Solution Deployment:

• Discovery and Requirements: 4 - 5 days. Current process map, use case prioritization, technical readiness assessment
• Design and Workflow Configuration: 5 - 7 days. Lead management automation flow, report generation templates, feedback analysis logic
• Microsoft 365 Copilot Prompt Engineering: part of design. Context-aware prompt design, user role configuration, integration connectors
• Salesforce API Integration: 8 - 10 days. API integration setup, field mapping & validation, secure authentication workflows
• AI Workflow Development: 7 - 9 days. Azure OpenAI integration, sentiment scoring, dynamic report generation
• Testing and UAT: 5 days. UAT script & report, error resolution, workflow refinements
• Go-Live and Change Management: 3 days. Go-live checklist, quick start guide, training workshop and Q&A
• Optional Support*: optional. 30-day support window, enhancements backlog, issue tracking dashboard

Estimated Timeline: 4–5 weeks (20–25 business days)

Estimated Cost: ₹6,50,000 – ₹8,00,000

* Optional Add-ons: additional Copilot prompt packs, Custom Salesforce object support

Built With: Microsoft 365 Copilot, Azure OpenAI, Salesforce APIs